Investment banking deal origination involves finding new opportunities and presenting them to private equity (PE) as well as venture capital firms and other financial intermediaries. These deals are often the first step toward a full-blown merger or acquisition.
A small-time broker might design an email to business owners in the hope that they will need intermediary services if they decide to sell their business. A big Wall Street firm may conduct regular meetings with clients to win their mandate for an investment banking transaction.
Both methods are basically the same and have been in use for decades, but technology has transformed the game by streamlining processes, and by providing specially-designed digital tools to assist with deal sourcing in the investment banking industry. Using private company intelligence platforms, specialized data analytics and custom-designed digital solutions for investment banking can help in identifying, researching and evaluating potential buyers for deals.
These digital tools also improve communication between team members and decrease the requirement for manual data entry. They aid investment banks in staying on deal origination investment banking top of fast-moving deal opportunities, even while team members are traveling and aren’t able to be physically at their desks. These are some of the reasons why modern investment banking firms are increasingly turning to technology solutions for their main business operations. Find out how DealCloud enabled Balfour Pacific to grow and enhance their processes with an integrated platform of solutions.